IVV vs IACT vs HVLU vs ESTX

  • IVV
  • IACT
  • HVLU
  • ESTX

IVV, IACT, HVLU and ESTX hold 756 companies between them. None is in every one of them, and IVV and IACT are the most alike: 68% of each is the same companies.

Side by side

IVVIACTHVLUESTX
FundiSharesiSharesVanEckGlobal X
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.04%0.45%0.43%0.35%
Fund size$11.9b$258.0m$61.0m$435.7m
Holdings51226724950
1Y price return+8.6%+11.4%+31.6%−5.1%
Distribution yield1.01%0.53%17.17%7.54%
Look-through coverage99.7%99.9%100.0%100.0%

Return, last year

change since the start
share of each fund
  • IVV
  • IACT
  • HVLU
  • ESTX
  • ASML ASML HOLDING NVIn 1 of 4IVVnot heldIACTnot heldHVLUnot heldESTX10.4%
  • NVDA NVIDIA CORPIn 2 of 4IVV8.3%IACT8.4%HVLUnot heldESTXnot held
  • AAPL APPLE INCIn 2 of 4IVV7.2%IACT7.7%HVLUnot heldESTXnot held
  • MSFT MICROSOFT CORPIn 2 of 4IVV5.7%IACT4.9%HVLUnot heldESTXnot held
  • MU MICRON TECHNOLOGY INCIn 3 of 4IVV1.8%IACT2.0%HVLU4.9%ESTXnot held

and 746 more companies the funds hold

How alike they are

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See IVV + IACT + HVLU + ESTX as one portfolioEvery company, where you'd own it twiceWhat moved IVV this monthIts biggest gains and falls, by company